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3,022 hedge funds and large institutions have $339B invested in Visa in 2021 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,446 increasing their positions, 1,106 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $6.88B | Put options by funds: $4.7B

31% more repeat investments, than reductions

Existing positions increased: 1,446 | Existing positions reduced: 1,106

27% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 127

0.85% more ownership

Funds ownership: 93.68%94.53% (+0.85%)

0% less funds holding

Funds holding: 3,0253,022 (-3)

3% less capital invested

Capital invested by funds: $348B → $339B (-$9.81B)

20% less funds holding in top 10

Funds holding in top 10: 559446 (-113)

Holders
3,022
Holders Change
-3
Holders Change %
-0.1%
% of All Funds
53.05%
Holding in Top 10
446
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-20.21%
% of All Funds
7.83%
New
161
Increased
1,446
Reduced
1,106
Closed
127
Calls
$6.88B
Puts
$4.7B
Net Calls
+$2.18B
Net Calls Change
+$1.53B
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
201
Foxhaven Asset Management
Virginia
$197M -$11.9M -56,573 -6%
AS
202
Altshuler Shaham
Israel
$194M -$7.53M -35,785 -4%
CLOS
203
Compagnie Lombard Odier SCmA
Switzerland
$191M +$15.2M +72,096 +9%
RPI
204
Railway Pension Investments
United Kingdom
$191M -$32.2M -153,036 -15%
Impax Asset Management Group
205
Impax Asset Management Group
United Kingdom
$180M +$47.2M +224,238 +36%
State of Tennessee, Department of Treasury
206
State of Tennessee, Department of Treasury
Tennessee
$179M -$2.07M -9,838 -1%
Retirement Systems of Alabama
207
Retirement Systems of Alabama
Alabama
$179M -$16.4M -77,902 -8%
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$176M +$28.2M +134,170 +19%
CC
209
Capital Counsel
New York
$174M -$243K -1,154 -0.1%
AAMU
210
AEGON Asset Management (UK)
United Kingdom
$173M -$17.6M -83,770 -9%
Grantham, Mayo, Van Otterloo & Co (GMO)
211
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$169M +$1.5M +7,123 +0.9%
Commonwealth Equity Services
212
Commonwealth Equity Services
Massachusetts
$169M -$4.67M -22,200 -3%
MU
213
Mirova US
Massachusetts
$164M +$24.1M +114,572 +17%
WF
214
Welch & Forbes
Massachusetts
$161M +$3.55M +16,873 +2%
ZIG
215
Zurich Insurance Group
Switzerland
$161M -$8.4M -39,890 -5%
CB
216
Commerce Bank
Missouri
$159M +$4.34M +20,602 +3%
PTC
217
Provident Trust Company
Wisconsin
$157M -$50.9M -241,602 -25%
CIM
218
CCLA Investment Management
United Kingdom
$157M +$54.4M +258,324 +54%
CIBC World Market
219
CIBC World Market
Ontario, Canada
$157M +$6.07M +28,857 +4%
BPC
220
Banque Pictet & Cie
Switzerland
$157M -$1.08M -5,108 -0.7%
MWNA
221
Marshall Wace North America
New York
$155M +$129M +610,788 +509%
SCP
222
Soroban Capital Partners
New York
$154M +$153M +727,443 New
SFFS
223
Stonehage Fleming Financial Services
Jersey
$154M -$10.4M -49,600 -6%
Mitsubishi UFJ Asset Management
224
Mitsubishi UFJ Asset Management
Japan
$154M +$10.1M +48,024 +7%
Vontobel Holding
225
Vontobel Holding
Switzerland
$152M +$38.5M +182,811 +34%

V Hedge Fund Activity: Q1 2021 in Review

3,022 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2021, worth a combined $339B — down 2.8% from $348B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new V positions and 127 closed out — a net gain of 34 holders — while 1,446 added to existing stakes and 1,106 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.27B. The largest seller was Fidelity Investments, cutting an estimated $1.37B.

  • 3,022 institutional investors held Visa (V) as of Q1 2021, down from 3,025 in Q4 2020.
  • Funds reported $339B of Visa stock for Q1 2021, down 2.8% quarter-over-quarter.
  • 161 funds opened new Visa positions in Q1 2021 and 127 closed out, a net change of +34 holders.
  • The largest Visa buyer in Q1 2021 was T. Rowe Price Associates, an estimated $1.27B added.
  • The largest Visa seller in Q1 2021 was Fidelity Investments, an estimated $1.37B sold.

Based on aggregated 13F filings for Q1 2021.